Please make sure to review instructions on how to create a non-LEDES invoice and add line items in CounselGO before moving forward with this article.
To apply a discount to the total amount on an invoice, you can enter it as an adjustment within a line item or add a separate flat-fee line item with a negative cost value.
Line Item with the Discount as an Adjustment
1. Click + Line Item from the invoice's details page.
2. Select the Type (e.g., IF - Flat Fee or F - Hourly Fee).
3. Select the date (within the invoice's billing period) and then enter a description (note: include the word "discount" in the description so the client can easily identify the line item).
4. Enter the line item's Unit/Hours and Cost/Rate based on the selected line item type.
5. Enter the discount as a negative value in the Adj field (e.g., -100 to discount USD100).
In the example below, the line item is for 5 hours billed at $500.00, minus $100.00.
Discount as Separate Line Item with Negative Cost
1. Click + Line Item from the invoice's details page.
2. Select IF - Flat Fee for Type.
3. Select a date within the invoice's billing period and then enter a description (note: include the word "discount" in the description so the client can easily identify the line item).
4. Enter "1" for Units.
5. Enter the discount amount as a negative number (e.g., -500) in the Cost field.
Make sure to click Save to add the line item to the invoice details page.
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